What public Form 5500 filings show about the James Alpha Holdings, LLC 401(k) plan — and how to find and check your own account.
James Alpha Holdings, LLC (EIN 47-5053407) reports JAMES ALPHA MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $3.6M in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full James Alpha Holdings, LLC filing — schedules, fees, and providers.
James Alpha Holdings, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask James Alpha Holdings, LLCHR for the recordkeeper’s name and login.
